Some of my best trades and investments since I started dabbling in financial markets came from investing in entire single countries that have fallen out of favour and holding them for a period of time until they become popular among investors again. What were some of them? My investments in Argentinian equities back in late-2015 … More Greece – turning the corner?
MMT stands for ‘Modern Monetary Theory’, and it may be the next must-know term to know and understand before it becomes mainstream. OK, but what exactly is Modern Monetary Theory? The Roosevelt Institute published an article about it eight years ago, and it simply describes a school of thought in macro-economic thinking that revolves around … More If there’s one thing to know soon, it’s MMT
An excerpt from a week’s journal: 20 August 2018: Observations & Thoughts Today was generally a risk-on environment, with Chinese equity indexes leading the way in Asia Pacific (Japan and South Korea lagged). Indian equities continued to climb higher. The Yuan has also somewhat stabilised and has strengthened against the USD since last week. Chinese … More Weekly Observations: Central Bankers as Gamemasters
An old Tuscan proverb claims that “after the game, the king and the pawn go into the same box”. Would the upcoming elections in Italy turn out to be as what the proverb claims? Political uncertainties have gripped Europe since the fated Brexit vote, and Italy is widely seen to be a poster child of … More Italian Elections – Il problema?
To understand the game of the financial markets, we need to understand the game masters The game masters are the central banks, as they directly influence the costs of credit in the financial and real economy, influencing the business cycles The ECB will gradually move to wind down its stimulus programme, but has to maintain … More Playing the ECB’s potential tapering?
The Brits are officially leaving the European Union (EU), following the invoking of Article 50 and British envoy Tim Barrow handling a letter to the EU Council on the 29th of March 2017. An informative book on the subject is explored by Roger Bootle of Capital Economics, and I’ve found it to be highly instrumental … More Playing Brexit: Long Euro & short Sterling
While a ton has been said on the United Kingdom’s European Union (EU) referendum results since the 23rd of June, I will explain 2 major implications that I personally feel could lead to several, long-lasting effects across the world as we know it, as well as some implications that they could have on the investment … More My thoughts on Brexit – and its implications